Semiconductor News & Analysis Feed
1359 articles
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron is a different company due to memory's essential role in A.I. on 'Making Money.'
D.A. Davidson technology research head Gil Luria details Micron's transformation, asserting it's a completely different company now. Memory's crucial function in AI, enabling GPUs to produce models more effectively, drives this change. With limited
2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
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Trading disclosure
Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
www.macrumors.com
2026-06-27
MacRumors
Micron Suggests Apple Helped Cause Memory Price Crisis
Friday June 26, 2026 9:15 am PDT by Hartley Charlton
Micron's chief business officer has hinted, without calling it out by name, that Apple's tough supplier negotiations contributed to the conditions behind the global memory shortage.
In remarks given to The Wall Street Journal on Wednesday, Sumit Sadana explained that Micron was unable to
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usua
2026-06-26
marketwise.com
2026-06-26
MarketWise
marketwise.com
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
David Moadel
Fri, June 26, 2026 at 6:29 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
WDC
-2.02%
005930.KS
-4.42%
000660.KS
-3.28%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU, SNDK, and WDC dropped 7% Friday morning after surging over the past month, with today's pullback reading as profit-taking rather than a thesis-br
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6% to $626. The coordinated retreat across the three biggest U.S. memory and storage names suggests profit-taking rather than a thesis-breaking shift.
Video Muted
The trio had ripped higher int
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, June 26, 2026 at 6:15 AM PDT 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
Explore stocks on Coinbase
Trading disclosure
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stoc
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital
2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Unveils AI Chip Tools For 3D Memory And Packaging
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Applied Materials (NasdaqGS:AMAT) has introduced a new suite of chipmaking systems focused on advanced 3D chip architectures for AI.
The platforms target high bandwidth memory, 3D DRAM structures, advanced packaging, and pro
2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a